Jason GordonJason GordonManaging DirectorWealth Partner
About Jason
Jason Gordon is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management. As a founding member of J.P. Morgan's Houston office, Jason serves the sophisticated advisory needs of high-net-worth families and their foundations, offering comprehensive investment strategies that provide value across the entirety of their balance sheet.
Exceptional service is a critical component of his philosophy, and he strives to go above and beyond, delivering a transparent and trustworthy experience. Jason takes a holistic approach and leverages the vast resources of J.P. Morgan to customize portfolios that help clients pursue their important goals. His background allows him to work seamlessly alongside other professional advisors to integrate legal, estate and tax planning considerations.
Jason has held a lifelong interest in financial services, born of his family's deep history in the industry—both his father and grandfather spent many years on the board of the Texas Commerce Bank. Jason's particular experience was honed as a financial consultant at KPMG and Arthur Anderson and later, as a Financial Advisor at UBS Financial Services and Merrill Lynch. He joined J.P. Morgan in 2018, drawn to the firm's stellar reputation as a global leader in financial services and its fortress balance sheet.
Jason is a graduate of Washington and Lee University, where he earned a B.A. in American History. He holds an M.S. in Accountancy from The George Washington University.
As a fourth generation Houstonian, Jason plays an active and influential role in his community. He serves on the Finance Committee and Board of Trustees for the Holocaust Museum of Houston, which uses the lessons of the Holocaust and other genocides to teach the dangers of hatred, prejudice and apathy. Additionally, Jason serves on the Board of Directors for re:Mind, an organization whose mission is to provide free and confidential support groups for individuals living with—and family and friends impacted by—depression and bipolar disorders.
Jason and his wife, Jennifer, live in Houston with their two children, William and Maribelle. When not supporting clients, he enjoys tennis, fishing and spending time with his family.
Insights
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now